Cory M. Allen, CWS®, AIF®, CAP®
Partner / Financial Advisor
Cory Allen began his career in the financial services industry in 2008. He is a 2003 Graduate of the University of Dayton and has completed his series 7, 66 securities registrations and life and health insurance licenses. He also completed the Certified Wealth Strategist© program in 2017, Accredited Investment Fiduciary© program in 2020 and the Chartered Advisor in Philanthropy© program in 2022.
Cory’s career has focused on retirement income planning and management, investment planning and management as well as a niche specialty in philanthropic and gift planning.
Cory has previously served on the University of Dayton Alumni Association board, University of Dayton Planned Giving Advisory Council, St. Charles Borromeo School PTO executive committee and is currently a member of the 1921 Society as an annual donor to Catholic Social Services. Prior to beginning his career in financial services, Cory was a baseball coach at the University of Dayton and an associate scout for the Atlanta Braves. Cory, his wife Amanda and two children, Sophia and Weston live in Kettering, OH.